OBIEE 11g UMHS Data Mart SOA

https://ummcalytixf1.mcit.med.umich.edu/analytics/saw.dll?dashboard

OBIEE 11g UMHS Data Mart SOA

How do I access the “Statement of Activity by Fund” Dashboard?

Select “Statement of Activity” via the

“Dashboards” drop-down

OBIEE 11g UMHS Data Mart SOA

On the “Statement of Activity” Dashboard, select the “Statement of Activity by Fund” tab.

OBIEE 11g UMHS Data Mart SOA

Select Criteria for the “Statement of Activity by Fund.”

You will only need to provide a Department ID in the Department ID textbox.

This report will automatically default to current months data.

OBIEE 11g UMHS Data Mart SOA

Change the “Fiscal Month” if needed

You can change the Fiscal Month by selecting a Fiscal Month from the “Fiscal Month” dropdown.

OBIEE 11g UMHS Data Mart SOA

Change the “Fund Group” if needed

You can select a specific Fund Group by selecting a Fund Group from the “Fund Group” dropdown.

OBIEE 11g UMHS Data Mart SOA

Change the “Fund” if needed

You can select a specific Fund by selecting a Fund from the “Fund” dropdown.

OBIEE 11g UMHS Data Mart SOA

Change the “Class” if needed

You can enter a specific Class in the Class textbox.

OBIEE 11g UMHS Data Mart SOA

Change the “Project ID” if needed

You can enter a specific Project ID in the Project ID textbox.

OBIEE 11g UMHS Data Mart SOA

Change the “Program Code” if needed

You can select a specific Program Code in the Program Code textbox.

OBIEE 11g UMHS Data Mart SOA

Run the “Statement of Activity by Fund” Dashboard Report

Run the “Statement of Activity by Fund” Dashboard report by clicking the “GO” button.

OBIEE 11g UMHS Data Mart SOA

Exporting the Results of the “Statement of Activity by Fund” Dashboard Report

You can export the results by selecting “Export” then “Excel” at the bottom of the Dashboard page.

OBIEE 11g UMHS Data Mart SOA

“Reset” the prompts if needed

You can reset the prompts to the “Last Applied” or “Default” values, or “Clear All” prompt values by selecting the “Reset” dropdown.